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Patients can only call the office during operating hours to make an appointment. 

Patients can fill out a form to request an appointment slot. The office staff then calls them back to confirm. 

Patients can schedule an online appointment directly without ever talking to the office staff. 

Patients can schedule online and can search by appointment type or provider.

The appointment syncs directly into your health record system.

Office is calling patients to make reminders for upcoming appointments. 

Office can send reminders to patients via text and email. 

Once a patient books an appointment, they are enrolled in an automated set of texts and emails to avoid cancellations or no shows. 

Patients get a custom reminder sequence with pre-care instructions specific to their appointment type.

Patients can only call the office during operating hours to get questions answered. 

Patients can send messages to an office and staff can follow up with a phone call.  

Patients can phone, text and email messages to an office and the office can respond in whatever way they are contacted. 

Patients can contact the office with phone text and email. The practice has caller ID so they know who the patient is every time.

The office keeps a written list of patients (often sticky notes) that want to schedule an earlier appointment. 

Office staff track patient interest through an ASAP or Continued Care list from the EHR and call each patient one-by-one.

Offices can mass text or email all patients on the waitlist when an appointment slot opens up. 

Practices can email or text their waitlist by a specific provider or appointment time.

Patients fill out a paper form when they walk into the practice. 

Patients must create a login for a portal to access and fill out forms. 

Patients receive a text and email and can fill in digital forms, no extra login required. The office gets a PDF copy of the form.

Patients receive a text and email to fill in digital forms. Once completed, they auto sync to your health record system family file.

Scanning insurance card and calling insurance company to verify at the time of the appointment.

Patient provides insurance information via a form, email, or phone call prior to the appointment, and staff calls the insurance company. 

Picture of insurance ID in paperwork completed prior to appointment. Submitted to digital verification service, who then digitally verifies with clearinghouse.

Office staff give the patients verbal instructions for treatment. They are unable to print out a copy or send a digital copy.

Office staff print out a treatment plan to give to the patient.

Staff are able to show the patient a digital treatment plan and send to them via text or email.

Office sends invoice to patient. Patient sends cash, check, or calls with a credit card.

Patient needs to log into a portal in order to pay their bill online.

Patient receives a text or email message with their balance due and can pay with a separate digital checkout experience. 

Patients can pay via credit card directly in the practice. They also can receive a text or email to pay from the message with digital checkout.

Office staff prints out patient instructions to take home after the appointment. 

Office staff texts or emails a PDF of post-op instructions to the patient after they leave the appointment.

The office automates appointment-specific messaging that goes out after an appointment is complete, including all post-care instructions.

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Ask patients to leave you a review on Facebook or Google.

The office manually sends a text or email message with a review request post appointment.

Patients are sent a survey to rate their experience, with the highest ratings automatically getting prompted to leave a Google Review. 

The office mails a postcard to every patient around the time they are due for recare and calls as a reminder. 

Office can filter their patient list to send out recall marketing campaigns.

Office automates all recall reminders based on the time of the patient’s last appointment. 

Office automates all recall marketing campaigns, and allows patients to confirm or reschedule with 1-Click.